Residential Solar Sales Visit Report App2019-06-14T02:32:49-07:00

Project Description

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Description

This app enables a solar sales representative visiting a prospect to gather key information from the site that will be used to assemble a proposal.

Key Activities & Sections Covered

This app helps you collect the following data and perform associated checklist items:

  • Customer Contact Information

  • Client Qualifications

  • Scheduling & Logistics

  • Site Pictures

  • Roof Details

  • Main Service Panel Details

Features

  • App is available for iOS and Android

  • App works with or without Internet connection

  • Uploads data automatically to web portal

  • Take pictures, videos, barcodes, signatures, date & time and more

  • Record GPS location of pictures and sites and view on integrated map

  • View and sort sales visits by lead, project and more

  • Export data to customized PDF or Excel reports and send via email